Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Why Early Retirement Can Be a Smart Tax Move
By Jane Wollman RusoffW-2 earnings, planner Sean Mullaney argues, carry a much higher tax burden than drawing on assets.
June 22, 2026
Why 'Move to Florida' Is Not a State Tax PlanAdvisors need to help wealthy families understand that state tax residency is more than a question of personal address.
June 18, 2026
Number of 'New' Medicare Supplement Enrollees Climbs 14%Problems in the Medicare Advantage market are nudging consumers back toward the original Medicare gap-filler plans.
June 18, 2026
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How to Avoid the Most Common Social Security Survivor Benefit MistakesA common advisor error involves instructing widows and widowers to wait until 70 to collect benefits.
June 17, 2026
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Even With Marriage Equality, LGBTQ+ Clients Have Planning ChallengesMany of these clients do not have children, advisors note, complicating retirement and estate planning.
June 17, 2026
Average Retirement Plan Savings for 6 Age Groups: VanguardThe investment giant collected data on some 5 million American workers.
June 16, 2026
FIRE May Be Hot, but Some Advisors Are ColdWhile the Financial Independence, Retire Early movement isn't new, it's gained plenty of traction in the past few years.
June 15, 2026
12 Worst State Economies: 2026States that lag, WalletHub finds, are less friendly to new businesses and fail to invest in new technology.